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ICICI Prudential MidCap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
ICICI Prudential MidCap Fund - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹7132 Cr | ₹5497 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Oct 2004 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 73% | 69.98% |
| Expense Ratio | 1.9 | 1.87 |
| Manager | Sharmila D'mello | Satish Chandra Mishra |
| ISIN Code | INF109K01AN2 | INF277K01626 |
| Exits Load | ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -4.08% | -4.17% |
| 6 Month | -2.72% | -2.16% |
| 1 Year | 11.47% | 6.67% |
| 3 Year | 21.1% | 20.85% |
| 5 Year | 20.36% | 18.75% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.93% | 1.49% |
| 1 Year | 18.46% | 13.67% |
| 3 Year | 19.19% | 14.89% |
| 5 Year | 19.43% | 17.13% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 12.94% | 15.58% |
| 3 Year | 16.04% | 17.72% |
| 5 Year | 16.12% | 17.53% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 14.46% | 13.05% |
| Sharp | 1.03% | 1.07% |
| Beta | 0.98% | 0.89% |
| Alpha | -0.41% | 0.03% |
Fund Managers
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Satish Chandra Mishra |
| Total AUM | ₹354743 Cr | ₹13117 Cr |
| Funds Managed | 35 | 5 |
| ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 8.65 | 10.25 |
| Mid Cap | 71.72 | 71.45 |
| Small Cap | 10.28 | 11.15 |
| Large Cap | 9.35 | 7.15 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1.52 | 4.12 |
| Industrials | 20.74 | 13.74 |
| Financial Services | 21.64 | 21.11 |
| Basic Materials | 28.13 | 11.3 |
| Communication Services | 8.41 | 3.6 |
| Consumer Cyclical | 11.81 | 14.13 |
| Real Estate | 5.96 | 2.53 |
| Healthcare | 1.26 | 14.49 |
| Utilities | 0.14 | 1.75 |
| Technology | 0.37 | 7.66 |
| Energy | - | 1.63 |
| Consumer Defensive | - | 3.94 |
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